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Earnings Data
Report Date
Nov 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.06Last Year’s EPS
-0.06Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful top‑line momentum across core platforms—record consolidated sales (+12.6%), strong joint venture performance (+15.1%) and a breakout in ZERUST oil & gas (+72.3%, TTM >$10M), along with Natur‑Tec commercialization initiatives and disciplined operating expense control. These positives were offset by significant gross margin pressure driven by a global raw‑material price spike (LDPE +30%+), which compressed margins by ~477 bps and resulted in a modest GAAP and non‑GAAP loss for the quarter. Management presented concrete remediation actions (pricing, procurement, and expected Q4 margin recovery), pending asset sale proceeds, and confidence in improving profitability. Overall, growth metrics and forward‑looking remediation plans are prominent, but near‑term profitability and leverage are clear near‑term weaknesses.Company Guidance
Record Consolidated Sales and Double‑Digit Growth
Total consolidated net sales rose 12.6% year‑over‑year to $24.2 million for Q3 FY26, marking a record quarterly high and the second consecutive quarter of year‑over‑year double‑digit growth.
Strong Joint Venture Performance
Sales by joint ventures (not consolidated) increased 15.1% year‑over‑year to $26.7 million in the quarter; joint venture operating income increased 12.2%, supporting overall company resilience and cash/investment positions.
ZERUST Oil & Gas Surge
ZERUST oil & gas net sales were a Q3 record of $2.2 million, up 72.3% year‑over‑year. This was the fourth consecutive quarter with oil & gas sales over $2 million and trailing 12‑month oil & gas sales exceeded $10 million for the first time.
ZERUST Industrial Growth
ZERUST industrial net sales increased 10.3% year‑over‑year in the quarter, reflecting improving adoption across industrial markets.
Natur‑Tec Quarterly Record and New Commercial Initiatives
Natur‑Tec sales were a quarterly record of $6.1 million, up 5% year‑over‑year (9‑month Natur‑Tec revenue up ~5%, and estimated volume growth ~10–12%). Notable commercial/innovation wins include selection for the International Fresh Produce Association packaging innovation program (food packaging/composable barrier laminates) and a collaboration with Bayer in India to pilot biodegradable compostable seedling cups (pilot → possible commercialization ~12 months).
Brazil FPSO Contract and Oil & Gas Momentum
A multi‑year Brazil offshore (FPSO) program (~$14+ million over several years) is scaling up through the Brazilian subsidiary; 9‑month oil & gas revenue across geographies up ~67% (Brazil oil & gas up ~67.7%), reflecting meaningful contract‑driven growth.
Operating Expense Control and Improved Efficiency Ratios
Total operating expenses increased 5.3% to $10.2 million, while operating expenses as a percentage of sales improved to 42.0% from 44.9% a year earlier, indicating leverage of investments and better expense discipline.
Solid Liquidity in JV Investments and Expected Sale Proceeds
As of May 31, 2026, the company had $30.4 million in investments and joint ventures (54.4% cash = $16.5M). Working capital was ~$20.0M with $7.3M in cash. The company received a nonbinding LOI to sell its Beachwood, Ohio facility for $1.15M (assets held for sale $816k) with expected closing in fiscal 2027, which would provide additional liquidity.
Management Guidance and Near‑Term Remediation Plans
Management expects raw‑material driven gross margin pressure to be temporary, is pursuing pricing and procurement initiatives, expects sequential gross margin improvement in Q4, and is focused on higher‑margin ZERUST oil & gas and expanded Natur‑Tec applications to drive more profitable growth.
Northern Technologies International (NTIC) Earnings, Revenues Date & History
NTIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NTIC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 09, 2026 | $8.58 | $8.26 | -3.73% |
Apr 09, 2026 | $8.00 | $8.01 | +0.12% |
Jan 08, 2026 | $8.73 | $8.68 | -0.57% |
Nov 18, 2025 | $7.94 | $7.47 | -5.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Northern Technologies International (NTIC) report earnings?
Northern Technologies International (NTIC) is schdueled to report earning on Nov 18, 2026, Before Open (Confirmed).
What is Northern Technologies International (NTIC) earnings time?
Northern Technologies International (NTIC) earnings time is at Nov 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NTIC EPS forecast?
NTIC EPS forecast for the fiscal quarter 2026 (Q4) is 0.06.